Emerging market (EM) countries are often generalized as all the same and driven by commodity prices. The reality can be very different. Here's what you should know about EM stocks now.
Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.
Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.
Summer re-runs are popular on TV, but a repeat of last August's "yen-carry" market upheaval isn't likely on the schedule. A shift in positioning by investors is one reason.
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Benefits of Emerging Markets Diversification
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Energy: Global Excess or Shortage of Power?
The Markets Shrug at Geopolitics, for Now
What's Going On…With Inflation
Supply Chain Messages About the Trade War
'Muddiness' & Uncertainty in the Markets (With Cameron Dawson)
"Yen-Carry" Anniversary Nears, but Worries Fade